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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,372 | $175,259-80.4% | $149,723-77.0% | $139,487-75.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.06% | 166.82%-154.8pp | 134.50%-122.4pp | 373.84%-361.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,700 | $6,522-58.6% | $5,682-52.5% | $6,713-59.8% |
| Admin fee / account holder | $7,797 | $16,158-51.7% | $13,215-41.0% | $11,407-31.6% |